CVSM vs VTI
CresAlta Small and Mid-Cap ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, CVSM or VTI?
Small Cap Blend against Large Cap Blend.
VTI has a lower expense ratio. CVSM is less concentrated, with 31.3% of the fund in its ten largest positions against 33.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CVSM | VTI |
|---|---|---|
| Expense Ratio | 0.55% | 0.03%Best |
| AUM | $90M | $689.2B |
| Dividend Yield | 0.74% | 1.06% |
| Holdings | 146 | 3,524 |
| YTD Return | -0.87% | +13.02%Best |
| 1Y Return | - | +16.63% |
| 3Y Return (annualized) | - | +21.97% |
| 5Y Return (annualized) | - | +11.99% |
| Top 10 Weight | 31.3%Best | 33.5% |
| Fund Family | CresAlta Investment Management, Inc. | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | May 18, 2026 | May 24, 2001 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
CVSM vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
CVSM vs VTI Performance
CresAlta Small and Mid-Cap ETF (CVSM) is an ETF from CresAlta Investment Management, Inc. and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, CVSM is down 0.87% versus a gain of 13.02% for VTI.
Past performance does not guarantee future results.
Fees and Cost Over Time
CVSM charges 0.55% per year while VTI charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, CVSM currently yields 0.74% against 1.06% for VTI.
Holdings Overlap
92.8% of CVSM's money is in holdings VTI also owns. 0.5% of VTI's money is in holdings CVSM also owns.
Most of CVSM is already inside VTI. Owning both mostly buys the same companies twice.
48 positions in common, counted across the 49 positions we hold weights for in CVSM and 3,441 in VTI, against full books of 146 and 3,524.
What only one of them owns
Our book lists 1,117 positions for VTI that do not appear in our book for CVSM (97.0% of the fund), and 1 for CVSM that do not appear in VTI (7.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CVSM | Weight in VTI | Difference |
|---|---|---|---|
| DTDynatrace Inc | 3.89% | 0.02% | 3.87% |
| VTRSViatris | 2.84% | 0.03% | 2.81% |
| MSMMsc Industrial Direct Co Inc | 2.81% | 0.01% | 2.80% |
| SAFTSafety Insurance Group | 2.62% | 0.00% | 2.62% |
| STSensata Technologies Holding Plc Ordinary Shares | 2.56% | 0.01% | 2.55% |
| SJMJ M Smucker Co/The | 2.40% | 0.02% | 2.38% |
| HIIHuntington Ingalls Industries Inc. | 2.34% | 0.02% | 2.32% |
| TYLTyler Technologies Inc | 2.34% | 0.02% | 2.32% |
| BKHBlack Hills Corp | 2.27% | 0.01% | 2.26% |
| BGBunge Global Sa Common Shares | 2.23% | 0.02% | 2.21% |
92.8% of CVSM is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CVSM or VTI?
CVSM has an expense ratio of 0.55% while VTI charges 0.03%. VTI is the cheaper option, by $52 a year on a $10,000 investment.
What is the holdings overlap between CVSM and VTI?
92.8% of CVSM's money is in holdings VTI also owns. 0.5% of VTI's is in holdings CVSM also owns. They hold 48 positions in common, counted across the 49 positions we hold weights for in CVSM and 3,441 in VTI.
Which pays a higher dividend, CVSM or VTI?
CVSM yields 0.74% while VTI yields 1.06%, so VTI currently pays the higher dividend yield.
Is VTI better than CVSM?
VTI has a lower expense ratio. CVSM is less concentrated, with 31.3% of the fund in its ten largest positions against 33.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.